CRM and Sales tools
Lofty by Codex Solutions International
14 min
lofty is a smart home automation platform offering security, energy management, and device control integrating with make com enables users to automate and connect lofty’s smart home features with other apps and services for streamlined workflows and enhanced convenience this is ai generated content based on official lofty documentation the content may still contain errors—please verify important information if you have questions, contact https //lofty com/ directly how to get support on lofty lofty is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=lofty\&app slug=lofty community\&app unique id=lofty 8s0zha requirements to use the lofty app in make, you must have an active lofty account and either an oauth 20 access token or an api key, https //lofty com/ app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/lofty community/ click the install button follow the on screen instructions to complete the setup connect lofty and {{product name}} to get started, you must first create a connection between lofty and {{product name}} , allowing the two services to communicate you can connect using the following method oauth2 0,api key oauth2 0 instructions you need to obtain an access token using the lofty oauth2 0 process login to your lofty account using your credentials refer to the lofty oauth2 0 documentation to initiate the process for obtaining an access token follow the instructions to complete the oauth2 0 flow and retrieve the access token api key instructions you need to retrieve your api key from your lofty account log in to your lofty account navigate to the settings section go to integrations select the api option locate and copy your api key some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=lofty\&app slug=lofty community\&app unique id=lofty 8s0zha create the connection in {{product name}} https //www make com/en/register , add the lofty module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your lofty or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page lofty modules after connecting to the lofty app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a new lead adds a new lead to your selected system, allowing you to capture and organize potential customer information for follow up and sales activities get permission profiles retrieve a list of permission profiles available in your account, allowing you to view and manage the different sets of permissions that can be assigned to users get user organization retrieve detailed information about the organization that a specific user belongs to get a lead by id retrieve detailed information about a specific lead using its unique id search for leads find leads that match your specified criteria this module helps you search and retrieve potential customer information from your database or crm, making it easier to identify and connect with new prospects update agent company update agent company this module allows you to modify the company information associated with a specific agent use it to update details such as the agent’s company name, address, or other company related data templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} lofty resources you can have access to more resources related to this app on the following links https //community make com/search?q=lofty https //lofty com/ https //api lofty com/docs https //api lofty com/docs/reference https //www make com/en/integrations/lofty community